First Citizens Bank & Trust’s Global X US Preferred ETF PFFD Stock Holding History

First Citizens Bank & Trust’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$656K	Buy	35,104 +229	+0.7%	+$4.32K	0.01%	400
2026 Q1	$642K	Buy	34,875 +1,405	+4%	+$26.9K	0.01%	385
2025 Q4	$633K	Buy	33,470 +7,291	+28%	+$139K	0.01%	394
2025 Q3	$509K	Buy	26,179 +2,444	+10%	+$47.2K	0.01%	434
2025 Q2	$447K	Buy	23,735 +7,580	+47%	+$141K	0.01%	453
2025 Q1	$308K	Buy	16,155 +1,405	+10%	+$27.6K	0.01%	378
2024 Q4	$288K	Buy	14,750 +4,448	+43%	+$90.6K	0.01%	399
2024 Q3	$214K	Buy	+10,302	New	+$207K	﹤0.01%	439

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

First Citizens Bank & Trust's PFFD Position: Q2 2026 in Review

First Citizens Bank & Trust increased its Global X US Preferred ETF (PFFD) stake by 0.66% in Q2 2026, buying an estimated $4.32K and bringing the position to 35,104 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #400.

First Citizens Bank & Trust first reported a position in PFFD in Q3 2024 and has held it in 8 quarters since. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

First Citizens Bank & Trust held 35,104 shares of Global X US Preferred ETF worth $656K as of Q2 2026.
First Citizens Bank & Trust bought 229 Global X US Preferred ETF shares in Q2 2026, an estimated $4.32K.
Global X US Preferred ETF made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #400 holding.
First Citizens Bank & Trust first reported a position in Global X US Preferred ETF in Q3 2024 and has held it in 8 quarters since.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.